Jason Sgrignoli - Raymond James

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Brent Thomas - Raymond James, situated in Claremont, CA, is a distinguished financial establishment that excels in offering bespoke wealth management services, investment banking, asset management, and capital market solutions. Catering to a diverse clientele encompassing individuals, businesses, and municipalities, they provide comprehensive financial planning, portfolio advisory strategies, investment research, and customized assistance tailored to the unique objectives of each client. With a rich legacy of expertise, Brent Thomas - Raymond James specializes in guiding clients through intricate financial landscapes by delivering meticulous analysis and personalized support. Their approach underscores prudent risk management while presenting opportunities for clients to enhance, safeguard, and seamlessly transfer their financial assets. Balancing a global outreach with a community-centric ethos, the institution is dedicated to furnishing attentive, impactful, and objective-driven financial solutions to meet the varied needs of their clientele. Generated using this brand's available information

Founded in 1962, Raymond James Financial Inc. is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Located in Upland, Calif., the company is one of the leading investment management firms in the United States. Raymond James Financial Inc. has 2,300 locations throughout the United States, Canada and overseas. The company offers financial products, such as fixed income overview, closed-end funds, stocks and convertible securities, among others. It also renders financial services that include financial/college planning, Certificates of Deposit (CDs), equity capital markets and public finance, to name a few.